Siebel Medical Handheld Guide > Using Siebel Medical Handheld > Working with Contacts in Siebel Medical Handheld >
Adding Contacts in Medical Handheld
Using the Contacts screen and the My Contacts view, you can add contacts and update contact information directly in Medical Handheld. To add contacts
- Navigate to the Contacts screen.
- From the Show drop-down list, select My Contacts, or Personal Contacts.
- My Contacts: Use this list for contacts that you might or might not share with the rest of your organization.
- Personal Contacts: Use this list for contacts that are not shared with the rest of your organization.
- Tap the New Record button, then fill the Last Name and First Name fields.
- From the Show drop-down list, choose More Info, and then complete additional fields, as needed.
The following table describes some fields in the Contact form.
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Job Title |
A text field where you key in the job title of the contact. |
Contact Method |
A drop-down list where you can chose the preferred contact method. |
Site |
Physical location of the account. |
Comments |
Tap this field, then enter comments. Comments entered are visible depending on the type of contact define. For instance, if you are creating a contact in the My Contacts list, the comments entered for that contact will be visible by other members of your team. |
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